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Raisely

Overview

The MoveData Raisely integration provides seamless, real-time synchronisation between your Raisely fundraising platform and Salesforce. This powerful integration ensures that all donation activities, supporter registrations, campaign and sales data are automatically transferred to your Salesforce environment, eliminating manual data entry whilst maintaining complete data accuracy.

Key Benefits

  • Real-time synchronisation of all Raisely activities
  • Comprehensive data mapping to Salesforce NPSP and Nonprofit Cloud
  • Intelligent campaign hierarchy management
  • Advanced financial tracking including fees, taxes, and currency conversion

Integration Summary

Field Value
Product https://raisely.com/
Method Push (Webhooks)
Frequency Real-Time

Demonstration Video

Supported Modes

Logic is required to map Raisely notifications to your Salesforce data. To quickly and easily do so we recommend using one of the supported MoveData Extensions.

Extension Supported
Fundraising and Donations ✅
Commerce ✅

Note

  • The Fundraising and Donations Extension is relevant to processing fundraising activity and donation information into Salesforce
  • The Ticketing and Commerce Extension is relevant to processing order information into Salesforce

Setup

Raisely API & Webhooks Adminstration

To set up Raisely you will need a Raisely API Key. To get this:

  1. Login to https://admin.raisely.com/
  2. Open any campaign and select Settings → API & Webhooks and note your API Key

Next, you will need to create your Raisely Integration in MoveData. To do this, open the MoveData app and select the Integrations tab. Click New Integration and select JustGiving from the list of available integrations. Add a Name and click Save.

MoveData Raisely Configuration Screen

Enter your Raisely API Key. Referring to the Raisely Configurable Options, complete your configuration and click Save to continue.

MoveData Raisely Endpoint URL

The final step is to register the MoveData Integration Endpoint as a target for the Raisely Webhooks. To complete this, return to the API & Webhooks in Raisely.

Scroll to the bottom and complete the Add a Webhook section. Paste the MoveData Integration Endpoint into the URL field and register the following events depending on your configuration:

Processor Version Events
[All]
  • Profile Created
  • Profile Updated
  • Profile Deleted
V1: Donation Only
  • Donation Created
  • Donation Succeeded
  • Donation Updated
  • Donation Refunded
  • Subscription Updated
V2: Donation & Tickets

All V1: Donation Only events plus:

  • Order Succeeded

After you click Add Webhook, you will have successfully configured Raisely to send notifications to Salesforce using MoveData.

Configurable Options

Option Description
Processor Version

V1: Donation Only:

  • Processes donations, profiles, and subscriptions only
  • Fundraising and donation activities
  • Simpler configuration with fewer options


V2: Donation & Tickets:

  • All V1 functionality plus order/ticket processing
  • Ticketing and commerce activities
  • Advanced fee allocation rules
  • Order line item aggregation options
[V2 Only] Fee Allocation Method
  • Donation Only - Allocate all fees to donation records
  • Order Only - Allocate all fees to order records
  • Split 50/50 - Distribute fees evenly between donations and orders

Advanced Configuration

  • Facebook Integration: Handle Facebook donations as standard donations vs. offline donations (default: offline)
  • Address Handling: Prioritise notification data over user profile data for addresses
  • Discount Processing: Combine discounts into order items vs. separate line items
  • Order Aggregation: Combine identical product line items (automatically applied when 20+ of same product)

Data Migration

Data Migration is available upon request. This is a custom service provided by MoveData and is delivered by MoveData Professional Services.

  • Requires a CSV export of Raisely donation, profile and order reports
  • Records will only be imported if available via the Raisely API

Additional Field Mappings

Where possible, all fields are mapped to the appropriate schemas. Often there are fields that do not fit explicitly into a schema and these are appended as custom fields. Raisely Questions are dynamically added to Questions entries within the produced schema objects.

Custom Fields

Raisely allows users to add custom fields to their forms. There are two types of custom fields which MoveData supports - Standard fields & Special fields.

Raisely's Special fields are listed below. If fields are added with specific Field IDs, MoveData will automatically enact business logic against those fields. For example, if you add the field company and this field has a value, then MoveData will construct an Organisation Account record based on the company value. Standard fields are passed through as a Question as part of the resulting notification.

Attribute Name Field Type Description
address Address Lookup Sets Address information against the Contact
birthday Date Sets Date of Birth information against the Contact
company Text Creates an Organisation Account for the company entered and establishes an Organisation Affiliation between the Contact and Organisation Account
salutation Select Items Sets Salutation information against the Contact

Reference

The following custom fields are automatically included in MoveData notifications:

Contact Custom Fields

Attribute Name Description Example
facebookId Facebook User ID 123456789
accessToken User Access Token 88985ee81ea8cb1bfbf91fd120abdb59
unsubscribedAt Date & Time when Contact unsubscribed 2024-01-15T10:30:00Z
preferredName User's Preferred Name Dan

Campaign Custom Fields

Attribute Name Description Example
type Raisely Profile Type GROUP, INDIVIDUAL
apiSource Raisely Notification Type profile.created
path URL Path /my-fundraiser
grandTotal Grand Total 15000.00
campaignTotal Total for Profile 12000.00
feeTotal Fees Paid for Profile 450.00
activityTotal Total activity for Profile 25
exerciseGoal Exercise goal for Profile 100
exerciseGoalTime Time goal for Exercise for Profile 3600
exerciseTotal Exercise for Profile 85
exerciseTotalTime Time Exercising for Profile 3200

Donation Custom Fields

Attribute Name Description Example
transactionId Raisely Transaction ID fa644aa0-c0be-11ee-9ab5-95d96e0fdcf0
apiSource Raisely Notification Type

profile.created, profile.updated,

donation.succeeded
settlementDate Transaction Settlement Date (when available) 2024-02-05
ipAddress Donor IP Address 103.85.36.147
ipAddressTimezone Timezone derived from IP Address Australia/Sydney
customerId Payment Gateway Customer ID cus_PTq5WeBEK9kyOL
giftAid UK Gift Aid Flag (when relevant) false
processorToken Payment Intent Token pi_3OesP72lDfjSkBhQ1RQ3pWox
transactionToken Balance Transaction Token txn_3OesP72lDfjSkBhQ1EwnXLBH
responseCode Response Code from Payment Gateway 00
gatewayDescription Payment Gateway Transaction Description Donation (18275406) of AUD22.85 from Dan RG21...
receiptDownloadUrl Raisely Receipt PDF Link https://api.raisely.com/v3/receipt/...pdf
cardMethodType Payment Method Type card, apple_pay, google_pay

Recurring Donation Custom Fields

Attribute Name Description Example
status Original Raisely Subscription Status OK, FAILED, CANCELLED, PAUSED

Commerce Schema Fields

  • Catalog Custom Fields
Attribute Name Description Example
photoUrl Product Photo URL https://image.url
type Raisely Product Type TICKET
totalSold Total Number Sold 150
totalAvailable Max Number that can be Sold 200
startDate Start Date that the Product is available for Sale 2024-01-01
endDate Last Date that the Product is available for Sale 2024-12-31
  • Order Custom Fields:
Attribute Name Description Example
settlementDate Transaction Settlement Date (when available) 2024-01-16
processorToken Payment Gateway Card Token card_abc123
responseCode Response Code from Payment Gateway 00
gatewayDescription Payment Gateway Transaction Description Order via Stripe
receiptDownloadUrl Raisely Receipt PDF Link https://receipt.url
  • Order Item Custom Fields:
Attribute Name Description Example
status Order Item Status CONFIRMED
attendanceStatus Attendance Status ATTENDED

Other Resources

Raisely Data Fields:\ https://support.raisely.com/article/484-the-data-fields-explained